CHANDLER ASSET MANAGEMENT, INC.

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Chandler Asset Management is based out of San Diego. Chandler Asset Management is a large advisory firm with 904 clients and discretionary assets under management (AUM) of $19,144,505,152 (Form ADV from 2021-03-30). Their last reported 13F filing for Q1 2021 included $352,212,000 in managed 13F securities and a top 10 holdings concentration of 95.3%. Chandler Asset Management's largest holding is iShares Core S&P 500 ETF with shares held of 155,361. Chandler Asset Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 14 13F filings

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03/31/2021

13F Activity

  • Market Value $352.212 Million
  • Prior Market Value $323.501 Million
  • New Purchases3 stocks
  • Additional Purchases8 stocks
  • Sold out of3 stocks
  • Reduced holdings in5 stocks
  • Top 10 Holdings % 95.30 %
  • Turnover % [1]:30.00%
  • Turnover Alt % [2]: 1.66 %
  • Time Held Top20:4.10 quarters
  • Time Held Top10:4.70 quarters
  • Time Held All:4.35 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-05-17

Performance for Q1 2021: 0.85%
Performance Last 4 Quarters: 25.35%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

CHANDLER ASSET MANAGEMENT INC
6225 LUSK BOULEVARD
SAN DIEGO CA    92121-2796
Country: United States

Business Phone: 858.546.3737
Fax: 858.546.3741
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: CA
Number of employees: 32
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 904
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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Insider Transactions in the past year

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CHANDLER ASSET MANAGEMENT INC

ownership team - last updated 2021-03-30
Name Title Start Date Direct/Indirect % Ownership
CASSELL, MARTIN, DAYLE CEO AND CIO 03/01/2003 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC CEO, CIO & SECRETARY direct 2003-03-01
CHANDLER ASSET MANAGEMENT INC TRUSTEE indirect 2017-07-01
CHANDLER ASSET MANAGEMENT INC EVP & SECRETARY direct 1993-08-01 2003-10-21
CHANDLER ASSET MANAGEMENT INC CIO & SECRETARY direct 2003-03-01 2008-01-31
CHANDLER, MARY, CATHERINE CHAIR OF THE BOARD 07/01/1993 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC PRESIDENT direct 1993-07-01
CHANDLER ASSET MANAGEMENT INC PRESIDENT AND CIO direct 1993-07-01 2003-10-21
CHANDLER ASSET MANAGEMENT INC PRESIDENT/COMPLIANCE OFFICER direct 1993-07-01 2004-10-04
CHANDLER ASSET MANAGEMENT INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1993-07-01 2008-01-31
DRAGOO, NICOLE, MARIE PRESIDENT 04/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER direct 2008-01-01
SCHMITT, JAYSON DEPUTY CHIEF INVESTMENT OFFICER 01/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC EXECUTIVE VICE PRESIDENT, PORTFOLIO MANAGER direct 2004-02-01
CHANDLER ASSET MANAGEMENT INC VICE PRESIDENT, PORTFOLIO MANAGER direct 2004-02-01
CHANDLER ASSET MANAGEMENT INC VICE PRESIDENT, PORTFOLIO MANAGER direct 2009-05-01
PIORKOWSKI, TED, JAMES SENIOR PORTFOLIO MANAGER 01/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC SENIOR VICE PRESIDENT, SENIOR PORTFOLIO MANAGER direct 2007-01-01
CHANDLER ASSET MANAGEMENT INC VICE PRESIDENT, SENIOR PORTFOLIO MANAGER direct 2009-05-01
CHANDLER ASSET MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST SHAREHOLDER 07/01/2017 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC SHAREHOLDER direct 2017-07-01
KOLINSKY, JOSEPH, ROBERT CHIEF COMPLIANCE OFFICER 04/01/2021 Direct less than 5%
Fund Name Position direct/indirect start date end date
13D MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2015-11-01
DENNEHY, WILLIAM DEPUTY CHIEF INVESTMENT OFFICER 05/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC DEPUTY CHIEF INVESTMENT OFFICER direct 2020-05-01
PRICKETT, SCOTT, DAVID DEPUTY CHIEF INVESTMENT OFFICER 05/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
LANGHOFF BROOKS & CO EXECUTIVE VICE PRESIDENT direct 1995-01-01 2001-10-18
DAVIDSON FIXED INCOME MANAGEMENT, INC. DIRECTOR direct 2005-01-01 2008-11-18
DAVIDSON FIXED INCOME MANAGEMENT, INC. MANAGING DIRECTOR, PORTFOLIO MANAGER direct 2009-04-01 2010-06-09
DAVIDSON INVESTMENT ADVISORS, INC. DIRECTOR direct 2012-01-01 2013-12-24
TAUBER, RYAN, EDWARD MANAGING DIRECTOR OF BUSINESS DEVELOPMENT 07/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC MANAGING DIRECTOR OF BUSINESS DEVELOPMENT direct 2020-07-01
CASSELL, MARTIN, DAYLE TRUSTEE CHANDLER ASSET MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 07/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC CEO, CIO & SECRETARY direct 2003-03-01
CHANDLER ASSET MANAGEMENT INC TRUSTEE indirect 2017-07-01
CHANDLER ASSET MANAGEMENT INC EVP & SECRETARY direct 1993-08-01 2003-10-21
CHANDLER ASSET MANAGEMENT INC CIO & SECRETARY direct 2003-03-01 2008-01-31

CHANDLER ASSET MANAGEMENT INC

ownership team - last updated 2020-06-15
Name Title Start Date Direct/Indirect % Ownership
CASSELL, MARTIN, DAYLE CEO, CIO & PRESIDENT 03/01/2003 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC CEO, CIO & SECRETARY direct 2003-03-01
CHANDLER ASSET MANAGEMENT INC TRUSTEE indirect 2017-07-01
CHANDLER ASSET MANAGEMENT INC EVP & SECRETARY direct 1993-08-01 2003-10-21
CHANDLER ASSET MANAGEMENT INC CIO & SECRETARY direct 2003-03-01 2008-01-31
CHANDLER, MARY, CATHERINE CHAIRMAN OF THE BOARD 07/01/1993 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC PRESIDENT direct 1993-07-01
CHANDLER ASSET MANAGEMENT INC PRESIDENT AND CIO direct 1993-07-01 2003-10-21
CHANDLER ASSET MANAGEMENT INC PRESIDENT/COMPLIANCE OFFICER direct 1993-07-01 2004-10-04
CHANDLER ASSET MANAGEMENT INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1993-07-01 2008-01-31
DRAGOO, NICOLE, MARIE CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER direct 2008-01-01
SCHMITT, JAYSON EXECUTIVE VICE PRESIDENT, PORTFOLIO MANAGER 02/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC EXECUTIVE VICE PRESIDENT, PORTFOLIO MANAGER direct 2004-02-01
CHANDLER ASSET MANAGEMENT INC VICE PRESIDENT, PORTFOLIO MANAGER direct 2004-02-01
CHANDLER ASSET MANAGEMENT INC VICE PRESIDENT, PORTFOLIO MANAGER direct 2009-05-01
PIORKOWSKI, TED, JAMES SENIOR VICE PRESIDENT, SENIOR PORTFOLIO MANAGER 01/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC SENIOR VICE PRESIDENT, SENIOR PORTFOLIO MANAGER direct 2007-01-01
CHANDLER ASSET MANAGEMENT INC VICE PRESIDENT, SENIOR PORTFOLIO MANAGER direct 2009-05-01
CHANDLER ASSET MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST SHAREHOLDER 07/01/2017 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC SHAREHOLDER direct 2017-07-01
CASSELL, MARTIN, DAYLE TRUSTEE CHANDLER ASSET MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 07/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC CEO, CIO & SECRETARY direct 2003-03-01
CHANDLER ASSET MANAGEMENT INC TRUSTEE indirect 2017-07-01
CHANDLER ASSET MANAGEMENT INC EVP & SECRETARY direct 1993-08-01 2003-10-21
CHANDLER ASSET MANAGEMENT INC CIO & SECRETARY direct 2003-03-01 2008-01-31

CHANDLER ASSET MANAGEMENT INC

ownership team - last updated 2020-03-09
Name Title Start Date Direct/Indirect % Ownership

CHANDLER ASSET MANAGEMENT INC

ownership team - last updated 2019-05-01
Name Title Start Date Direct/Indirect % Ownership
CASSELL, MARTIN, DAYLE CEO, CIO & PRESIDENT 03/01/2003 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC CEO, CIO & SECRETARY direct 2003-03-01
CHANDLER ASSET MANAGEMENT INC TRUSTEE indirect 2017-07-01
CHANDLER ASSET MANAGEMENT INC EVP & SECRETARY direct 1993-08-01 2003-10-21
CHANDLER ASSET MANAGEMENT INC CIO & SECRETARY direct 2003-03-01 2008-01-31
CHANDLER, MARY, CATHERINE CHAIRMAN OF THE BOARD 07/01/1993 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC PRESIDENT direct 1993-07-01
CHANDLER ASSET MANAGEMENT INC PRESIDENT AND CIO direct 1993-07-01 2003-10-21
CHANDLER ASSET MANAGEMENT INC PRESIDENT/COMPLIANCE OFFICER direct 1993-07-01 2004-10-04
CHANDLER ASSET MANAGEMENT INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1993-07-01 2008-01-31
DRAGOO, NICOLE, MARIE CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER direct 2008-01-01
SCHMITT, JAYSON EXECUTIVE VICE PRESIDENT, PORTFOLIO MANAGER 02/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC EXECUTIVE VICE PRESIDENT, PORTFOLIO MANAGER direct 2004-02-01
CHANDLER ASSET MANAGEMENT INC VICE PRESIDENT, PORTFOLIO MANAGER direct 2004-02-01
CHANDLER ASSET MANAGEMENT INC VICE PRESIDENT, PORTFOLIO MANAGER direct 2009-05-01
PIORKOWSKI, TED, JAMES SENIOR VICE PRESIDENT, SENIOR PORTFOLIO MANAGER 01/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC SENIOR VICE PRESIDENT, SENIOR PORTFOLIO MANAGER direct 2007-01-01
CHANDLER ASSET MANAGEMENT INC VICE PRESIDENT, SENIOR PORTFOLIO MANAGER direct 2009-05-01
CHANDLER ASSET MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST SHAREHOLDER 07/01/2017 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC SHAREHOLDER direct 2017-07-01
CASSELL, MARTIN, DAYLE TRUSTEE CHANDLER ASSET MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 07/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC CEO, CIO & SECRETARY direct 2003-03-01
CHANDLER ASSET MANAGEMENT INC TRUSTEE indirect 2017-07-01
CHANDLER ASSET MANAGEMENT INC EVP & SECRETARY direct 1993-08-01 2003-10-21
CHANDLER ASSET MANAGEMENT INC CIO & SECRETARY direct 2003-03-01 2008-01-31

CHANDLER ASSET MANAGEMENT INC

ownership team - last updated 2019-03-05
Name Title Start Date Direct/Indirect % Ownership
CASSELL, MARTIN, DAYLE CEO, CIO & PRESIDENT 03/01/2003 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC CEO, CIO & SECRETARY direct 2003-03-01
CHANDLER ASSET MANAGEMENT INC TRUSTEE indirect 2017-07-01
CHANDLER ASSET MANAGEMENT INC EVP & SECRETARY direct 1993-08-01 2003-10-21
CHANDLER ASSET MANAGEMENT INC CIO & SECRETARY direct 2003-03-01 2008-01-31
CHANDLER, MARY, CATHERINE CHAIRMAN OF THE BOARD 07/01/1993 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC PRESIDENT direct 1993-07-01
CHANDLER ASSET MANAGEMENT INC PRESIDENT AND CIO direct 1993-07-01 2003-10-21
CHANDLER ASSET MANAGEMENT INC PRESIDENT/COMPLIANCE OFFICER direct 1993-07-01 2004-10-04
CHANDLER ASSET MANAGEMENT INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1993-07-01 2008-01-31
DRAGOO, NICOLE, MARIE CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER direct 2008-01-01
SCHMITT, JAYSON EXECUTIVE VICE PRESIDENT, PORTFOLIO MANAGER 02/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC EXECUTIVE VICE PRESIDENT, PORTFOLIO MANAGER direct 2004-02-01
CHANDLER ASSET MANAGEMENT INC VICE PRESIDENT, PORTFOLIO MANAGER direct 2004-02-01
CHANDLER ASSET MANAGEMENT INC VICE PRESIDENT, PORTFOLIO MANAGER direct 2009-05-01
PIORKOWSKI, TED, JAMES SENIOR VICE PRESIDENT, SENIOR PORTFOLIO MANAGER 01/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC SENIOR VICE PRESIDENT, SENIOR PORTFOLIO MANAGER direct 2007-01-01
CHANDLER ASSET MANAGEMENT INC VICE PRESIDENT, SENIOR PORTFOLIO MANAGER direct 2009-05-01
CHANDLER ASSET MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST SHAREHOLDER 07/01/2017 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC SHAREHOLDER direct 2017-07-01
CASSELL, MARTIN, DAYLE TRUSTEE CHANDLER ASSET MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 07/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC CEO, CIO & SECRETARY direct 2003-03-01
CHANDLER ASSET MANAGEMENT INC TRUSTEE indirect 2017-07-01
CHANDLER ASSET MANAGEMENT INC EVP & SECRETARY direct 1993-08-01 2003-10-21
CHANDLER ASSET MANAGEMENT INC CIO & SECRETARY direct 2003-03-01 2008-01-31

CHANDLER ASSET MANAGEMENT INC

ownership team - last updated 2018-10-25
Name Title Start Date Direct/Indirect % Ownership
CASSELL, MARTIN, DAYLE CEO, CIO & SECRETARY 03/01/2003 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC CEO, CIO & SECRETARY direct 2003-03-01
CHANDLER ASSET MANAGEMENT INC TRUSTEE indirect 2017-07-01
CHANDLER ASSET MANAGEMENT INC EVP & SECRETARY direct 1993-08-01 2003-10-21
CHANDLER ASSET MANAGEMENT INC CIO & SECRETARY direct 2003-03-01 2008-01-31
CHANDLER, MARY, CATHERINE PRESIDENT 07/01/1993 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC PRESIDENT direct 1993-07-01
CHANDLER ASSET MANAGEMENT INC PRESIDENT AND CIO direct 1993-07-01 2003-10-21
CHANDLER ASSET MANAGEMENT INC PRESIDENT/COMPLIANCE OFFICER direct 1993-07-01 2004-10-04
CHANDLER ASSET MANAGEMENT INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1993-07-01 2008-01-31
DRAGOO, NICOLE, MARIE CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER direct 2008-01-01
SCHMITT, JAYSON EXECUTIVE VICE PRESIDENT, PORTFOLIO MANAGER 02/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC EXECUTIVE VICE PRESIDENT, PORTFOLIO MANAGER direct 2004-02-01
CHANDLER ASSET MANAGEMENT INC VICE PRESIDENT, PORTFOLIO MANAGER direct 2004-02-01
CHANDLER ASSET MANAGEMENT INC VICE PRESIDENT, PORTFOLIO MANAGER direct 2009-05-01
PIORKOWSKI, TED, JAMES SENIOR VICE PRESIDENT, SENIOR PORTFOLIO MANAGER 01/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC SENIOR VICE PRESIDENT, SENIOR PORTFOLIO MANAGER direct 2007-01-01
CHANDLER ASSET MANAGEMENT INC VICE PRESIDENT, SENIOR PORTFOLIO MANAGER direct 2009-05-01
CHANDLER ASSET MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST SHAREHOLDER 07/01/2017 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC SHAREHOLDER direct 2017-07-01
CASSELL, MARTIN, DAYLE TRUSTEE CHANDLER ASSET MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 07/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC CEO, CIO & SECRETARY direct 2003-03-01
CHANDLER ASSET MANAGEMENT INC TRUSTEE indirect 2017-07-01
CHANDLER ASSET MANAGEMENT INC EVP & SECRETARY direct 1993-08-01 2003-10-21
CHANDLER ASSET MANAGEMENT INC CIO & SECRETARY direct 2003-03-01 2008-01-31

CHANDLER ASSET MANAGEMENT INC

ownership team - last updated 2017-07-31
Name Title Start Date Direct/Indirect % Ownership
CHANDLER ASSET MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST SHAREHOLDER 07/01/2017 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC SHAREHOLDER direct 2017-07-01
PIORKOWSKI, TED, JAMES SENIOR VICE PRESIDENT, SENIOR PORTFOLIO MANAGER 01/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC SENIOR VICE PRESIDENT, SENIOR PORTFOLIO MANAGER direct 2007-01-01
CHANDLER ASSET MANAGEMENT INC VICE PRESIDENT, SENIOR PORTFOLIO MANAGER direct 2009-05-01
SCHMITT, JAYSON EXECUTIVE VICE PRESIDENT, PORTFOLIO MANAGER 02/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC EXECUTIVE VICE PRESIDENT, PORTFOLIO MANAGER direct 2004-02-01
CHANDLER ASSET MANAGEMENT INC VICE PRESIDENT, PORTFOLIO MANAGER direct 2004-02-01
CHANDLER ASSET MANAGEMENT INC VICE PRESIDENT, PORTFOLIO MANAGER direct 2009-05-01
DRAGOO, NICOLE, MARIE CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER direct 2008-01-01
CHANDLER, MARY, CATHERINE PRESIDENT 07/01/1993 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC PRESIDENT direct 1993-07-01
CHANDLER ASSET MANAGEMENT INC PRESIDENT AND CIO direct 1993-07-01 2003-10-21
CHANDLER ASSET MANAGEMENT INC PRESIDENT/COMPLIANCE OFFICER direct 1993-07-01 2004-10-04
CHANDLER ASSET MANAGEMENT INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1993-07-01 2008-01-31
CASSELL, MARTIN, DAYLE CEO, CIO & SECRETARY 03/01/2003 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC CEO, CIO & SECRETARY direct 2003-03-01
CHANDLER ASSET MANAGEMENT INC TRUSTEE indirect 2017-07-01
CHANDLER ASSET MANAGEMENT INC EVP & SECRETARY direct 1993-08-01 2003-10-21
CHANDLER ASSET MANAGEMENT INC CIO & SECRETARY direct 2003-03-01 2008-01-31
CASSELL, MARTIN, DAYLE TRUSTEE CHANDLER ASSET MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 07/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
CHANDLER ASSET MANAGEMENT INC CEO, CIO & SECRETARY direct 2003-03-01
CHANDLER ASSET MANAGEMENT INC TRUSTEE indirect 2017-07-01
CHANDLER ASSET MANAGEMENT INC EVP & SECRETARY direct 1993-08-01 2003-10-21
CHANDLER ASSET MANAGEMENT INC CIO & SECRETARY direct 2003-03-01 2008-01-31

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